Curriculum Details

Are you unsure of how to raise the topic of philanthropy with your clients? Do your clients have existing foundations that are serving no purpose other than “checkbook philanthropy?” Do your clients claim they are not charitable? 

Day 1 focuses on client acquisition: how you can generate new business by helping clients unlock their charitable passions.  We introduce you to the research underpinning Philanthropy Coach and the Philanthropic Planning Process and demonstrate how this research is being confirmed daily in real life client experience.

By the end of Day 1, you’ll be able to:

• Distinguish a "checkbook donor" from a philanthropist (or philanthropist-in-the-making) and articulate why this distinction is important to your choice of clients
  
  
• Initiate and lead conversations with your clients about their values and how those values are tied to charitable purposes
  
  
• Use our Charitable Interview Guide and Charitable Giving Analysis tool to gather client input and help your clients focus, articulate, and document their charitable intent
  
  
• Help clients create Giving on Purpose (charitable mission) statements from their values, visions, and worldviews
  
  
• Translate Giving on Purpose statements into actual giving guidelines to serve as a foundation for a charitable giving process

Day 2 introduces you to the annual philanthropy activities that comprise the recurring portions of the Philanthropic Planning Process.

By the end of Day 2, you’ll be able to:

• Identify all eight different approach talks to raise the topic of philanthropy with clients
  
  
• Use client input and our Philanthropic Portfolio Planner to develop an annual plan for your clients' philanthropy
  
  
• Identify the critical issues and information necessary for negotiating and crafting good gift agreements between your clients and their charities
  
  
• Articulate why family philanthropy can be powerful and determine if this is an area of practice you wish to pursue in the future
  
  

Reserve your space in the 2009 Class of Philanthropy Coach now.